Home Features Creating and Using Custom Reports in Schedly

Creating and Using Custom Reports in Schedly

Last updated on Jul 07, 2026

Overview

Schedly's custom reporting functionality provides deep insights into your scheduling performance by allowing users to create, format, and export personalized reports. This tool is essential for businesses that need to analyze booking patterns, attendance statistics, and more. The Insights section is where all reporting activities begin, tailored to help improve operational efficiency.

Prerequisites

  • Access to the Insights feature is available to users on the Pro and Enterprise plans.
  • Ensure you have admin or member permissions to view and generate reports.

Step-by-Step Instructions

Navigate to the Insights Section

  1. Log in to your Schedly account using your preferred method (email/password, SAML/OIDC, or magic link).
  2. Once you reach your dashboard, click on Insights in the main navigation menu.

Select Criteria for Custom Report Generation

  1. In the Insights section, locate the Custom Reports tab.
  2. Click Create New Report to begin.
  3. Select the criteria for your report. Options include date ranges, event types, team filters, and more. Create New Report
  4. Click Apply to set your chosen criteria.

Format and Customize Report Data

  1. Review the preliminary report data displayed.
  2. Use the Customize button to add or remove data columns, group data, and apply further filters as needed.
  3. Click Preview to see how your customizations affect the report.

Export Reports to Various Formats

  1. To export the customized report, click the Export button at the top-right.
  2. Choose your preferred format: CSV or PDF.
  3. The report will be downloaded to your device.

Schedule Automated Report Generation

  1. In the Custom Reports tab, select Automate Report next to your desired report.
  2. Set the frequency (e.g., daily, weekly, monthly) and enter the email addresses for recipients.
  3. Click Activate to schedule the automated report delivery.

Key Details & Limits

  • Export Formats: Reports can be exported in CSV and PDF.
  • Plan Requirements: Custom reports are available for Pro and Enterprise plan users.
  • Automation Frequency: Reports can be automated on a daily, weekly, or monthly basis.
  • Customization Limits: The number of custom fields and criteria is limited to 20.

Frequently Asked Questions

  1. Can I schedule multiple reports?
    • Yes, you can automate as many reports as needed, provided you specify different criteria or frequencies.
  2. What data can be included in a custom report?
    • You can include a wide range of data such as booking details, participant data, and event performance.
  3. How often is report data updated?
    • Reports pull real-time data, ensuring your insights are always up-to-date.
  4. Can non-admin users create custom reports?
    • Yes, but they must have member permissions to access the Insights feature.
  5. Is there support for additional export formats?
    • Currently, only CSV and PDF are supported.

Troubleshooting

  • Report Not Loading or Generating: Ensure all required criteria are selected. If the issue persists, clear your browser cache and try again.
  • Export Missing Columns: Double-check your customizations to make sure all desired data columns are selected in the report preview.

Related Topics

  • Understanding Event Types in Schedly: A guide to setting up different types of events.
  • Optimizing Team Schedules: Practices for managing team scheduling efforts effectively.
  • Managing Organization Members: How to add, remove, and modify member roles in Schedly.
  • Integrating Schedly with Third-Party Tools: Steps to sync Schedly with external applications for enhanced functionality.